Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Mid Cap VIPERS (VO)  
$241.12 1.48 (0.62%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1696    25
Total shares held : 
 167,433,048  
% of shares held : 
 84.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   216  
Amount of shares held : 
 9,486,778  
% of shares held change : 
   4.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $205.80  
Last Quarter's Ending Price : 
 $232.64  
Last Quarter's Average Price : 
 $213.71  
Change from last quarter's     
avg. price to the last closing  : 
27.41 (12.83%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
89
 661,914
 0.4%
 
Increased Positions :
749
 11,195,752
 6.69%
 
Unchanged Positions :
300
 2,371,245
 1.42%
 
Decreased Positions :
558
-2,186,252
-1.31%
 
Closed Positions :
64
-184,636
-0.11%
 
Guru Positions :
1
3,387
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Border to Coast Pensions Partnership Ltd 2 - 2024-03-31 1,159,887 $289,591,000 0
   BALLENTINE FINN & COMPANY INC 36 - 2024-03-31 63,958 $15,981,000 0
   GELLER FAMILY OFFICE SERVICES LLC 9 - 2023-12-31 51,136 $11,896,000 0
   FIRST NATIONAL CORP /MA/ /ADV 9 - 2024-03-31 50,460 $11,739,000 0
   Horizons Wealth Management 4 - 2024-03-31 49,440 $11,502,000 0
   CALAMOS WEALTH MANAGEMENT LLC 74 - 2023-12-31 19,428 $4,520,000 0
   MESIROW FINANCIAL INVESTMENT MANAGEMENT 4 - 2023-12-31 18,485 $4,300,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 214 - 2024-03-31 18,320 $4,262,000 0
   Kendall Capital Management - 2023-12-31 17,039 $3,964,000 0
   Salomon & Ludwin LLC 47 - 2023-12-31 18,651 $3,944,000 0
   PHILADELPHIA TRUST CO 64 - 2023-12-31 16,760 $3,899,000 0
   MATHER GROUP, INC. 109 - 2024-03-31 16,636 $3,870,000 0
   Armbruster Capital Management Inc. 27 - 2023-12-31 15,787 $3,673,000 0
   KCM INVESTMENT ADVISORS LLC 117 - 2023-12-31 14,652 $3,409,000 0
   Alera Investment Advisors LLC - 2023-12-31 13,518 $3,145,000 0
   Vident Advisory LLC 278 - 2023-12-31 13,362 $3,109,000 0
   BRIDGES INVESTMENT MANAGEMENT INC 90 - 2024-03-31 11,829 $2,956,000 0
   Lion Street Advisors LLC 11 - 2024-03-31 12,616 $2,935,000 0
   Bank of Marin 6 - 2023-12-31 11,975 $2,786,000 0
   PROFFITT & GOODSON INC 28 - 2024-03-31 10,884 $2,719,000 0
   Transcendent Capital Group LLC 20 - 2024-03-31 11,307 $2,630,000 0
   SEVEN POST INVESTMENT OFFICE LP 19 - 2024-03-31 10,415 $2,602,000 0
   Columbus Macro LLC 24 - 2024-03-31 10,037 $2,508,000 0
   GFS ADVISORS, LLC 58 - 2024-03-31 9,405 $2,350,000 0
   CM WEALTH ADVISORS LLC 14 - 2023-12-31 9,923 $2,308,000 0
   Boyd Wealth Management LLC 16 - 2024-03-31 8,547 $2,136,000 0
   Frank Rimerman Advisors LLC 31 - 2023-12-31 8,996 $2,093,000 0
   HALL KATHRYN A. 26 - 2023-12-31 8,905 $2,072,000 0
   BTIM CORP. 249 - 2024-03-31 7,705 $1,925,000 0
   Asset Allocation & Management Company LLC 17 - 2024-03-31 7,491 $1,872,000 0
   StrongBox Wealth LLC 31 - 2024-03-31 7,746 $1,802,000 0
   Essex Savings Bank 43 - 2024-03-31 7,617 $1,772,000 0
   LINCOLN CAPITAL CORP 31 - 2024-03-31 7,035 $1,758,000 0
   Burleson & Company LLC 60 - 2022-12-31 8,571 $1,747,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 87 - 2023-09-30 7,921 $1,649,000 0
   DORSEY & WHITNEY TRUST CO LLC 160 - 2023-12-31 6,748 $1,570,000 0
   Spotlight Asset Group Inc. 17 - 2023-12-31 7,282 $1,516,000 0
   ADIRONDACK TRUST CO 42 - 2024-03-31 6,000 $1,499,000 0
   MAYPORT LLC 29 - 2024-03-31 5,570 $1,392,000 0
   Marks Group Wealth Management Inc 142 - 2023-12-31 5,861 $1,364,000 0
   PORTLAND GLOBAL ADVISORS LLC 63 - 2023-12-31 5,711 $1,329,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 12 - 2024-03-31 5,173 $1,293,000 0
   Taylor & Morgan Wealth Management LLC 20 - 2024-03-31 5,157 $1,289,000 0
   Chandler Asset Management Inc. 16 - 2023-12-31 5,533 $1,287,000 0
   ADVISORY RESEARCH INC 136 - 2023-12-31 5,505 $1,281,000 0
   Biltmore Family Office LLC 66 - 2023-12-31 5,180 $1,205,000 0
   OLIO Financial Planning 24 - 2024-03-31 5,045 $1,180,000 0
   RAMSAY, STATTMAN, VELA & PRICE, INC. 59 - 2023-12-31 5,055 $1,176,000 0
   Greenline Partners LLC 70 - 2023-12-31 5,042 $1,173,000 0
   R. W. Roge & Company Inc. - 2023-12-31 4,842 $1,126,000 0
   EagleClaw Capital Managment LLC 80 - 2023-12-31 4,765 $1,109,000 0
   Curbstone Financial Management Corp 102 - 2024-03-31 4,350 $1,087,000 0
   ROCKLAND TRUST CO 133 - 2024-03-31 4,310 $1,077,000 0
   TRIANGLE SECURITIES WEALTH MANAGEMENT 102 - 2024-03-31 3,960 $989,000 0
   SALIENT TRUST CO LTA 108 - 2023-03-31 4,825 $984,000 0
   Marotta Asset Management 55 - 2024-03-31 3,722 $930,000 0
   Fifth Third Wealth Advisors LLC 109 - 2024-03-31 3,622 $905,000 0
   OXBOW ADVISORS, LLC 89 - 2023-12-31 3,800 $884,000 0
   Ardent Capital Management Inc. 25 - 2023-12-31 3,680 $856,000 0
   HBW Advisory Services LLC 136 - 2024-03-31 3,645 $848,000 0
   Mill Creek Capital Advisors LLC 111 - 2023-12-31 3,605 $839,000 0
   Keystone Wealth Services LLC 95 - 2024-03-31 3,298 $824,000 0
   AIRE ADVISORS LLC 72 - 2023-12-31 3,528 $821,000 0
   LAZARD ASSET MANAGEMENT LLC 805 - 2023-12-31 3,400 $790,000 0
   Oldfather Financial Services LLC 33 - 2024-03-31 3,117 $779,000 0
   Union Bankshares Corp 187 - 2024-03-31 3,078 $769,000 0
   NTV ASSET MANAGEMENT LLC 128 - 2023-12-31 3,287 $765,000 0
   SC&H Financial Advisors Inc. 67 - 2023-12-31 3,193 $743,000 0
   Cassaday & Co Wealth Management LLC 121 - 2023-12-31 3,165 $736,000 0
   Buttonwood Financial Advisors Inc. 56 - 2024-03-31 2,894 $723,000 0
   INVESTMENT MANAGEMENT OF VIRGINIA LLC 139 - 2023-03-31 3,385 $714,000 0
   Private Wealth Group LLC 39 - 2024-03-31 2,826 $706,000 0
   AMERICAN NATIONAL BANK 123 - 2024-03-31 2,707 $676,000 0
   Old North State Trust LLC 47 - 2023-09-30 3,156 $657,000 0
   American Institute for Advanced Investment Managem 55 - 2024-03-31 2,553 $638,000 0
   LEE DANNER & BASS INC 150 - 2023-12-31 2,701 $628,000 0
   Westshore Wealth LLC 29 - 2023-12-31 2,610 $607,000 0
   DF DENT & CO INC 183 - 2023-12-31 2,533 $589,000 0
   SONATA CAPITAL GROUP INC 58 - 2023-12-31 2,512 $584,000 0
   Diligent Investors LLC 156 - 2023-12-31 2,455 $571,000 0
   WILLIS INVESTMENT COUNSEL 92 - 2024-03-31 2,276 $569,000 0
   SEQUENT ASSET MANAGEMENT, LLC 35 - 2024-03-31 2,187 $546,000 0
   KENNICOTT CAPITAL MANAGEMENT LLC 28 - 2024-03-31 2,168 $542,000 0
   Moser Wealth Advisors LLC 53 - 2023-12-31 2,315 $539,000 0
   GANNETT WELSH & KOTLER 329 - 2023-12-31 2,303 $536,000 0
   Francis Financial Inc. 40 - 2024-03-31 2,140 $535,000 0
   BUSEY TRUST CO 239 - 2024-03-31 2,026 $506,000 0
   NOTTINGHAM ADVISORS INC 88 - 2023-12-31 2,163 $503,000 0
   BASSO CAPITAL MANAGEMENT LP 29 - 2023-12-31 2,125 $494,000 0
   MAGNOLIA CAPITAL MANAGEMENT LTD 51 - 2024-03-31 1,950 $487,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 243 - 2023-12-31 2,091 $486,000 0
   Pacific Sage Partners LLC 55 - 2024-03-31 1,848 $462,000 0
   Keeley-Teton Advisors LLC 287 - 2023-12-31 1,937 $451,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 207 - 2024-03-31 1,900 $450,000 0
   Shira Ridge Wealth Management 55 - 2024-03-31 1,792 $448,000 0
   Sage Mountain Advisors LLC 176 - 2024-03-31 1,790 $447,000 0
   Values Added Financial LLC 55 - 2024-03-31 1,755 $439,000 0
   Athena Investment Management 84 - 2023-12-31 1,839 $428,000 0
   WALDEN WEALTH PARTNERS LLC 54 - 2024-03-31 1,741 $424,000 0
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 116 - 2023-12-31 1,815 $422,000 0
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us